When you are serious about achieving Financial Success...
Econologics Financial Advisors Premier Financial Advice for Practice Owners & Associates
Econologics Financial Advisors Premier Financial Advice for Practice Owners & Associates
When you are serious about achieving Financial Success...
Most practice owners we advise initially tell us they felt uncertain about their financial future and knew something was missing.
They were right. Something IS missing…
Have You Ever Wondered:
Will I ever be debt-free?
Am I paying myself properly from the practice?
How do I reduce my tax liability?
Will my business sale cover my retirement needs?
How do I build personal wealth without affecting my current lifestyle?
The Missing Piece
We know your financial planning needs are unique. Traditional financial planning can fall short because it fails to include a key element: the relationship between your practice and household finances, including how to channel practice profits to the household to build personal wealth. This is the missing piece.
Watch our video to learn more about how our financial planning system can help you!
2 Steps to a Financial Plan
Built for YOU
Step One: Get Your Plan
Start with a financial plan that is tailored to your needs as an owner. The trap is thinking that traditional financial planning will suffice. Don’t fall for it! You are not like everyone else. Get a plan built for you!
Step Two: Implement Your Plan
Now it’s time to put your plan to work! Your advisor will help you implement your plan and keep you on track toward your financial goals by providing continual expert guidance throughout the year and renovating your plan annually to keep it up to date.
Zero mystery. 100% confidence. Results-Based Financial Planning® for Owners.*
A key element of our planning process is our proprietary system of tracking financial progress known as Econometry Analytics. This allows you to know exactly where you stand in relation to your financial goals and allows your Econologics Financial Advisor to help you plan your future every step of the way.
*Client Case Study Statistics collected from 206 active clients with an average client relationship of 58 months as of January 1st, 2024. Results include monthly savings, appreciation or gains on investments. Results will vary in individual cases depending on the specific circumstances of each client, economic conditions generally, tax law changes and other factors.
*Client Case Study Statistics collected from 206 active clients with an average client relationship of 58 months as of January 1st, 2024. Results include monthly savings, appreciation or gains on investments. Results will vary in individual cases depending on the specific circumstances of each client, economic conditions generally, tax law changes and other factors.
Accumulated Wealth*
$
0
Reduction of Debt*
$
0
Household Financial Improvement*
$
0
Financial Prosperity Index® Score Improved*
0
Points
Frequently Asked Questions
How are you different from my current Advisor?
We are different because our knowledge of your industry allows us to provide specialized financial advice and our process includes meeting with you frequently (generally monthly) instead of 1-2 times a year to keep you on track with your financial plan.
How do I know you are looking out for my best interests?
As a Registered Investment Advisor we are legally bound with a Duty of Care and a Duty of Loyalty to you.
When is a good time to start my financial plan?
Now! Procrastination is one of the leading destroyers of wealth creation. Regardless of what you have going on, starting now will help to give you the time you need to achieve your financial goals.
What if I already have a financial advisor?
Many of our clients were already working with a local advisor when they found us. While you can keep your investments with your current advisor, we recommend you only work with one primary advisor. This has proven to provide the best results.
Serving Practice
Owners Nationwide
As a federally registered investment advisor and national insurance agency, EFA has a fiduciary responsibility to clients. This means we owe clients more than honesty and good faith alone. Rather, the firm has an affirmative duty of utmost good faith to act solely in the best interests of the client.
Start Changing Your Financial Story Today!
Check out our Education Hub
Exclusively for Practice Owners
Articles &
Video
On-Demand
Webinars
Financial Beast
Training
Financial Beast
Podcast
Articles & Video
On-Demand Webinars
Financial Beast® Training
Financial Beast® Podcast
10 Ways to Harness the Power of Your Practice & Grow Your Net Worth
DOWNLOAD OUR FREE BOOKLET FOR PRACTICE OWNERS
